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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,243 | $69,590+81.4% | $136,867-7.8% | $94,015+34.3% |
| Participation rate | 75.6% | 66.3%+9.3pp | 74.5%+1.1pp | 70.8%+4.8pp |
| Annual return | 8.29% | 19.62%-11.3pp | 42.97%-34.7pp | 17.84%-9.6pp |
| Employer contribution / active EE | $2,147 | $2,396-10.4% | $3,547-39.5% | $2,790-23.1% |
| Participant deferral / active EE | $3,409 | $3,437-0.8% | $4,924-30.8% | $4,249-19.8% |
| Admin fee / account holder | $2,330 | $8,912-73.9% | $10,340-77.5% | $8,951-74.0% |